I bring extensive experience in financial risk management, allowing me to advise individual clients, families, and organizations on how they might approach market volatility. Prior to becoming a Partner at Wellesley Private Advisors, I worked in all aspects of Fiduciary Private Wealth Management, Commercial Banking, and M&A integration.I am a graduate of Rothesay Collegiate School, and I hold a BA in Economics from Gordon College. I am a graduate of the Bank of Boston Loan Officer Development Program, The Cannon Financial Institute Trust School, and I am an active member of a number of charitable and fraternal organizations.This information is intended for use by residents of FL, IL, MA and VA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.